Member Info for AimMaster2018

How strange, rush of trades to it becoming dry imho all those who purchases above 10.80p are either break even or at a paper loss imho

Think the dump has started ?

Has to be a traitor somewhere in the P&D group, who would sell up and take profits imho could trigger sell off imho

It does seem P & d group is operating here. If u look at the trades and the timing of trades, someone must have said pile in and u can see trades straight after each other from few trades to multiple trades with 30 minutes on no news. It seems this group tried to trigger fomo.and are not willing to pay more than 11p. So either they'll have to pump more in to lure others in otherwise the P&D group will have to battle to sell before others to cut their losses. P&D group wants quick return so they prefer not to be stuck imho

Retail stocks are selling off after a downbeat note from analysts at Deutsche Bank

Retail stocks are selling off after a downbeat note from analysts at Deutsche Bank

WELL DONE JAMESOXFORD. DEAL LOOKS LIKELY AT 30P. YOU CALLED THIS RIGHT IN TERMS OF TAKE OVER BUT NOT THE PRICE. IM HAPPY FOR IT TO BE SOLD FOR 30P THAN IT GOING INTO ADMINISTRATION. HAPPY FOR SIDARA TO GROW THIS COMPANY INTO A BILLION POUND COMPANY IN THE FUTURE IMHO

Https://dailybusinessgroup.co.uk/2025/08/sidara-to-table-bid-offer-for-wood-at-reduced-price/

Https://m.youtube.com/watch?v=28of-CIqxgY

Https://www.capita.com/about-capita/results-reports-and-presentations

Read the transcript on capita website which is now on imho

Luckily, totally unexpected, growth in public sector was upgraded so they already partly achieved point 3 even without trying. You cna see from AH tone from last year to this year. Last year, he wasn't happy and said there was alot to do and said were spending too much. This year he hailed solid performance, no real mention of 'spending too much' imho

I think two trades are being played in the back ground. Long and short so win win for these hedge funds. Ocado is a good example as trenners mentioned previously imho surely the profitability and fcd has to come through with all the cost cut and the tap on the outflow is reduced to a trickle imho remember three stages of transformation,

1. Sell none core business and use the proceeds to pay down debt making debt controllable

2. Make the business lean, reduce cost base increase margin profitability and produce fcf

3. Go for growth

Imho

We need shorts more now than ever to squeeze into once FCF is announced or closed book Life and pension is closed out. These are all major events that could land positively imho

From the information iv read and of memory it said 62% of group revenue is public sector delivering 8% margin with revenue growth of around 4%. So I can see why Richard stavely is saying public sector is worth alot more.

Whats bringing the margin down for the Group is call centers which accounts for 24% of group revenue. So if they can continue to grow revenue through public sector and replace the loss in revenue for call centres. Then Richard stavely comments about public sector worth around 700m seems reasonable

Call centers margin if I recall is negative 4%. So if they sort this out, they could achieve the 6-8% medium range margin target for the group. They've pointed out, the peers in operating contact centers achieve margins of 10% which capita hope to push towards atleast half or close to that. So they're offshoring, simplifying back office, repetitive task automated, trying to reduce staff attrition rate reducing training cost. Building more tech in call centres.

They still looking to put AI tech in public sector which could drive further margin improvement. So if everything goes to plan. Let's say, in a years time they get margin in public sector improve by 0.5% to 8.5% and contact centre margin to half of their peers to 5% then they could achieve 6-8% .

Currently they're finding £10m in saving per month in multiple areas. They have £45m of the £250m saving to achieve the target. At the end of August, that should be around £35m cost saving remaining. I recon, once free cash flow grow from end of 2025. they'll find further savings as benefits of AI comes through and as business reinvest to grow. You could see growth and margin improvement at the same time.

I do feel confident they'll sort the contact centre. As i stated earlier, they just to need to look at their peers and copy what they're doing right to get atleast half the margin their peers are achieving in that sector. If they can match 10% then this stock would be of multiples of today's price

Imho

Pablo talked about efficiencies. I will only just say that we remain very committed to it. It was £190 million

at the end of June, £205 million at the end of July. We got a run rate of about £10 million a month

historically. Yes, it is hard. It is hard for our colleagues. It is requiring a lot of sacrifices, a lot of hard

work, but we're now finding that £10 million per month run rate, and we will continue to do that in multiple

areas.

I’ve talked about the ServiceNow, we’ve talked about the work. You saw some video there from Darren

on Copilot. We’re going now to 260,000 monthly Copilot interactions inside Capita. We're saving now

about 9,000 hours of work per month inside the Company, and just growing very, very quickly, just to

name a few.

As we go forward into the second half, I'm really excited about the staff that we've got. I’ll call out, we

have been selected by AWS to be the EMEA reference partner to launch something that is the process

to agent automation. You see the P2A program. So that will give us the ability to shape what goes into

the offering and be able to be one of the first movers there.

Then, similarly, there is a lot of interest from our Microsoft Copilot Adoption Program for the Public

Sector and some of the work that we're going to be doing to build some hyperscaler-based offerings in

some areas. So, good progress, really excited about what's coming forward.

Then, I talked about the Catalyst, something that we launched in February. An internal capability where

we have recruited a lot of external people who came from this world to engage first internally, and then

now with customers on where can we adopt this thing.

So we are doing interviews, we're getting ideas, we're getting submissions. Over 300 ideas have been

submitted already. They get validated, they get prioritised, they get technified, where it makes sense. We

already have 70 agents there, and you know, we're just getting started.

Many customers have expressed interest and are already engaging with the Catalyst Labs to look at,

okay, help me out. Do you know this process? What could we do? What is the art of the possible?

You saw Zahra earlier from Salesforce talking about the AI recruitment agent, based on Agentforce. Just

think about - this was an idea we had in November/December, that we went live with the early version, end of May. We already have 10% of all the engagement of our recruitment going through it.

Which is really important to see that the 19,000 candidates have already engaged in that very little time with part of the solution. The solution continues to be built up. By the end of the year, we expect it to be 100% of the internal candidates.

Shorts increasesd here again ? Imho

Avocet, I have this testing 160 imho

Clearly they believe fundamental hasn't changed imho